Edge Financial Advisors LLC Jp Morgan Diversified Return Transaction History
Edge Financial Advisors LLC
- $112 Billion
- Q4 2024
A detailed history of Edge Financial Advisors LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Edge Financial Advisors LLC holds 21,541 shares of JPEM stock, worth $1.13 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
21,541
Previous 22,137
2.69%
Holding current value
$1.13 Million
Previous $1.25 Billion
10.85%
% of portfolio
1.0%
Previous 1.11%
Shares
3 transactions
Others Institutions Holding JPEM
# of Institutions
127Shares Held
5.31MCall Options Held
0Put Options Held
0-
Strategic Financial Concepts, LLC San Antonio, TX471KShares$24.7 Million0.38% of portfolio
-
Bank Of America Corp Charlotte, NC414KShares$21.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC291KShares$15.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY239KShares$12.6 Million0.0% of portfolio
-
Sam Advisors, LLC176KShares$9.25 Million3.69% of portfolio